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Inviting Members

Learn how to invite new team members to your department.

Administrator Access Required

Only users with the Administrator role can invite members.

Sending an Invitation

  1. Navigate to Manage > Members in the sidebar
  2. Click the Invite Member button
  3. Enter the new member's email address
  4. Select their role:
    • Member - Can view published resources
    • Administrator - Can manage resources, members, and settings
  5. Click Send Invitation

An email will be sent to the new member with a link to accept the invitation.

Invitation Status

On the Members page, you can see the status of all invitations:

  • Active - Member has accepted and is using the platform
  • Pending - Invitation sent but not yet accepted

Resending Invitations

If an invitation expires or wasn't received:

  1. Find the pending invitation in the members list
  2. Click Resend Invitation
  3. A new email will be sent with a fresh link

Invitation Expiration

Invitation links expire after a set period for security. If a link expires:

  1. The member will see an "Invitation Expired" message
  2. An administrator needs to resend the invitation
  3. The new link will work for the full expiration period

Bulk Invitations

Currently, invitations must be sent one at a time. For large teams, work through your list systematically.

tip

Keep a record of who you've invited so you can follow up with anyone who hasn't accepted.